Articles Posted in Inheritance; Stock; Capital Gains; Estate Planning; Taxation

When people are listing the property and items they will give to loved ones during the Houston estate planning process, stocks and other securities often do not come to mind. A stock is a fractional share representing ownership of a small portion of a corporation. Stocks can be gifted as…

If you sell stock you inherited, the tax bill is keyed to its value at the time of the original owner’s death. If you’ve just inherited stock or if you’re set to leave behind stock to your heirs, then it is well worth your time to get an idea of…